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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,769 | $88,707-19.1% | $74,184-3.3% | $273,972-73.8% |
| Participation rate | 78.3% | 79.4%-1.2pp | 76.6%+1.6pp | 83.0%-4.8pp |
| Annual return | 2.46% | 11.94%-9.5pp | 17.74%-15.3pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,719 | $3,159-45.6% | $2,370-27.5% | $4,869-64.7% |
| Participant deferral / active EE | $2,821 | $4,212-33.0% | $3,550-20.5% | $5,287-46.6% |
| Admin fee / account holder | $2,496 | $8,717-71.4% | $5,586-55.3% | $10,133-75.4% |